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Paradigm Financial Advisors’s HSBC HSBC Stock Holding History

Paradigm Financial Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-496
Closed -$22K – 127
2014
Q1 		$22K Sell
496
-1,116
-69% -$50.6K 0.02% 161
2013
Q4 		$77K Buy
+1,612
New +$76.3K 0.08% 109

Other funds holding HSBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paradigm Financial Advisors's HSBC Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of HSBC (HSBC) in Q2 2014, closing a stake of 496 shares — an estimated $22K sold.

Paradigm Financial Advisors first reported a position in HSBC in Q4 2013 and held it in 2 quarters. The position peaked at $77K in Q4 2013. 379 funds tracked by Wall St. Rank hold HSBC as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining HSBC position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 496 HSBC shares in Q2 2014, an estimated $22K.
  • Paradigm Financial Advisors first reported a position in HSBC in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's HSBC position peaked at $77K in Q4 2013.
  • 379 funds tracked by Wall St. Rank held HSBC as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.